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May 31, 2024
Question

Is it possible to send a link for an invoice rather than emailing directly through your system? The emails are ending up in people's spam folder. Thank you

  • May 31, 2024
  • 1 reply
  • 0 views
Also, is it possible to change the status of an invoice from Draft to "sent" without actually sending through your system? Again, my invoices are ending up in people's spam folder.  I simply need to generate a link and mark the invoice as sent.  

1 reply

May 31, 2024

Hi there, @sctrojan551.

 

QuickBooks Self-Employed (QBSE) does not have a built-in feature that allows the option to send invoice links instead of through email. However, our team is constantly working on improving QuickBooks software, so it's a great idea to consider suggesting this feature for a future update.

 

To share your feedback on this feature with our Product Development team, you can take the following steps:

 

  1. Click the Gear icon, and select Feedback under PROFILE.
  2. Enter your comments and product suggestions.
  3. Once done, click Next to submit.

 

You can also keep track of feature requests through the QuickBooks Online Feature Requests website.

 

On top of everything else, some emails from QuickBooks Online may have been marked as spam due to the email domain of your customer blocking @intuit.com. If your customer finds your email in their spam folder, you should advise them to mark it as This is not spam or Not Junk. Additionally, you may want to ask them to send a sample email to do_not_reply@intuit.com or add quickbooks@notification.intuit.com to their contacts. This will help their email provider recognize the @intuit domain as a trusted source.

 

Moreover, if you need help managing transactions in your QBSE account, you can visit the following articles:

 

 

Please feel free to ask me any questions you may have about other processes in QBSE. I'm always here to help. Have a great day!

May 31, 2024

No such option exists.  At the bottom of the invoice I see the "Email" link.  The arrow options there are to "Save" and "Print."  When I click  There is neither a "Review and send" link nor a "Share Link."

 

Thank you